Claims Resources

How to report a claim

You should report not only claims, but incidents as well. An incident is any situation in which you are concerned that a claim may occur.

For your convenience in submitting a claim, you can use our E&O Claim Form, available as a PDF or Word Template. Email your claim information to reoclaims@schinnerer.com. Email claim information to reoclaims@schinnerer.com.

Here's how to ensure the fastest possible response to your incident or claim:

When you're notified of a claim or become aware of an incident, and you need immediate advice or assistance, call your local claims specialist or (877) 732-5444.

With respect to claims, all principals and staff members involved in the claim should be prepared to document the circumstances surrounding the allegation. Your written report should include the following:

Your firm's name and address

Your policy number

Date, time and location of the situation

Brief narrative description of the allegation against you

Name of person or entity making the claim

Amount of demand, if known

Any lawsuit papers or legal proceedings

Any other pertinent documents or correspondence, including newspaper accounts

If the claim or incident involves a traumatic situation, take photographs of the claim site if possible. Amateur photos taken promptly are more valuable than professional photos taken at a later date.

Consult your local claims specialist before you agree to attend any conferences arranged for the specific purpose of discussing the situation.

Do not sign or accept release from any parties without first obtaining approval from your claims specialist.

Keep all pertinent letters of agreement for services, correspondence and memorandum.

Accept all letters, memorandum and suit papers without comment or argument. Do not admit liability and do not attempt to place blame.